Table of Contents |
How do I view Audit Trail in Engine for Invoice Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Invoice Management tab. | |
4. | Select the Engine tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row which you want to view the details | |
7. | Click on the view icon. | |
8. | It's open in a new popup window. | |
9. | Click on the Audit Trail button. It will open Audit Trail page in a new window. | |
10. | Select filter the fields as per the requirement. | |
11. | Click on the Filter button to filter Audit Trail report. |
How do I export the Audit Trail report in Engine for Invoice Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Invoice Management tab. | |
4. | Select the Engine tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row which you want to view the details | |
7. | Click on the view icon. | |
8. | It's open in a new popup window. | |
9. | Click on the Audit Trail button. It will open Audit Trail page in a new window. | |
10. | Select filter the fields as per the requirement. | |
11. | Click on the Filter button to filter the Audit Trail report. | |
12. | Click on the Export button, to export the data in your drive. | |
13. | It will show you Popup asking whether you want to open or save the file. |
Lauren Partridge
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